Performance Pro
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Highlights
The Performance Pro with GMWB is a Flexible Premium Fixed Deferred Indexed Annuity with a 10 year surrender charge period.
The account value available as a death benefit includes 100% of any bonus amounts regardless of the portion vested at that time.
The account value available as a death benefit includes 100% of any bonus amounts regardless of the portion vested at that time.
Available in states:
AL, AK, AZ, AR, CA, CO, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY
|
Type
|
Fixed Index
|
|---|---|
|
Premium Bonus
|
15% |
|
Term
|
10 Years |
|
Surrender schedule
|
14%13%12%11%10%8%6%4%2%1% |
|
Free withdrawal
|
1st year: 0% 2nd+ year: 10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$10,000 |
|
Types of funds
|
Non-Qualified, IRA, IRA Rollover, IRA Transfer, TSA 403b, IRA-Roth, Inherited IRA, and TSP |
Brochure
|
Open brochure |
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
3%
Fixed
|
| 1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
2.1%
Cap
|
| 2-Year Barclays Trailblazer Sectors 5 PTP Participation Rate with Spread |
Point to Point
Biennial
|
230%
Participation
|
| 2-Year S&P 500 PTP Cap |
Point to Point
Biennial
|
15.5%
Cap
|
| 3-Year S&P 500 PTP Cap |
Point to Point
Triennial
|
24.5%
Cap
|
| 1-Year Gold PTP Cap |
Point to Point
Annual
|
7.75%
Cap
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
7.75%
Cap
|
| 1-Year Balanced Asset 5 PTP Participation Rate |
Point to Point
Annual
|
170%
Participation
|
| 2-Year Balanced Asset 5 PTP Participation Rate |
Point to Point
Biennial
|
295%
Participation
|
| 2-Year Balanced Asset 5 PTP Participation Rate with Spread |
Point to Point
Biennial
|
250%
Participation
|
| 1-Year GS Global Factor PTP Participation Rate |
Point to Point
Annual
|
170%
Participation
|
| 2-Year GS Global Factor PTP Participation Rate |
Point to Point
Biennial
|
290%
Participation
|
| 2-Year GS Global Factor PTP Participation Rate with Spread |
Point to Point
Biennial
|
245%
Participation
|
| 2-Year BlackRock Market Advantage PTP Participation Rate with Spread |
Point to Point
Biennial
|
180%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Penalty | 14% | 13% | 12% | 11% | 10% | 8% | 6% | 4% | 2% | 1% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| Performance Pro: Enhanced Guaranteed Minimum Withdrawal Benefit | Yes | 0.10% annually (1.50% max) |